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Building 2STOREHOUSE FINANCIAL LLC

Map pinFORT WORTH, TX
Phone877-305-3233
NotebookSEC #801-122416
Total AUM
$240.4M
Employees
6
Clients
1,346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 RIVERFRONT DR.
SUITE 204
FORT WORTH
TX 76107
United States
Operating Hours
BY APPOINTMENT ONLY.
BY APPOINTMENT ONLY.
Phone
877-305-3233
Other Offices
2

ReceiptFinancials

Total AUM
$240.4M
Accounts
1,346
Discretionary
$240.4M
Accounts
1,346
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,290
AUM
$161.8M
HNW Individual Clients
40
AUM
$76.5M
Pension/Profit Sharing Plan Clients
4
AUM
$546.9K
Charitable Organization Clients
3
AUM
$243.6K
Corporation or Business Clients
9
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAKSLAMONCTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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